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Eagle Financial Services shares owned by Evermay Wealth Management

Quarter-by-quarter ownership of Eagle Financial Services (EFSI) shares owned by Evermay Wealth Management from 13F filings

Historical chart of Evermay Wealth Management investment in Eagle Financial Services

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All positions including Eagle Financial Services held by Evermay Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eagle Financial Services by Evermay Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $104k 2.6k 39.80
2025-09-30 $99k 2.6k 37.83
2025-06-30 $80k 2.6k 30.62
2025-03-31 $86k 2.6k 32.79

More positions owned by Evermay Wealth Management

Spdr Series Trust State Street Spd (SPTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Series Trust State Street Spd (SPTS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Spdr Series Trust State Street Spd (SPMD)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPSM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Core Msci Emkt (IEMG)
Vanguard Whitehall Fds High Div Yld (VYM)
Amazon (AMZN)

View all positions for Evermay Wealth Management

Top funds holding Eagle Financial Services

Fourthstone
Wellington Management Company
Vanguard Group
BlackRock
Alliancebernstein
Sandler O'Neill Asset Management
Graham Capital Wealth Management
Geode Capital Management
State Street Corporation
UBS Group
Banc Funds Company
Rsm Us Wealth Management
EJF Capital
Northern Trust
Two Sigma Investments

View all funds holding Eagle Financial Services